Wealth Management Administrator
Derbyshire - DE7 (Our Ref AL1295) - hybrid (3 days office/2 days home, open to negotiation)
Salary £25,000 - £28,000 depending on experience + benefits
My client is part of an award-winning Wealth Management organisation and they now have a fabulous opportunity for an individual with experience of financial services / wealth management to join their friendly team, conveniently placed between Nottingham and Derby (DE7).
The purpose of the role is to provide administrative support to the Practice Manager, a Paraplanner and to 2 Financial Advisers.
Key duties and responsibilities:
1. Provide high level technical and administrative support to 2 Financial Advisers, a Paraplanner and the Practice Manager;
2. Deal effectively with queries from clients and other parties through effective communication;
3. Prepare files including compliance required documentation; research; illustrations and supporting documentation;
4. Ensure that files are complete with all required client identification documentation and necessary application forms;
5. Process applications accurately and record the required management information;
6. Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
7. Maintain all tasks and comprehensive notes w...